MA
LTC

Montag & Associates’s LTC Properties LTC Stock Holding History

Montag & Associates’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,616
Closed -$128K – 987
2025
Q1 		$128K Buy
3,616
+1,520
+73% +$53.9K 0.01% 466
2024
Q4 		$72.4K Buy
2,096
+31
+2% +$1.07K ﹤0.01% 550
2024
Q3 		$75.8K Buy
+2,065
New +$75.8K ﹤0.01% 547